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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
AWM
4826
Able Wealth Management
New Jersey
$316M +$50.1M +19% 0.94% 120 17.5%
SA
4827
SAM Advisors
California
$316M +$5.82M +2% 1.91% 57.5% 44 6.82%
AAI
4828
American Assets Inc
California
$316M +$4.22M +1% 2.92% 63.2% 31 32.26%
IPW
4829
IronBridge Private Wealth
Texas
$316M -$1.08M -0.3% 1.76% 122% 48 4.17%
NIM
4830
Nicollet Investment Management
Minnesota
$316M +$9.36M +3% 2.75% 83.3% 77 11.69%
PTEAP
4831
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$316M +$31.8M +11% 12.4% 13 15.38%
FFL
4832
Future Fund LLC
Illinois
$316M +$32.5M +11% 2.48% 93.1% 184 29.89%
JWM
4833
Jeppson Wealth Management
California
$316M +$2.34M +0.7% 2.93% 91.6% 236 9.32%
NTCM
4834
Nine Ten Capital Management
Illinois
$316M -$72.2M -19% 9.83% 166% 9 11.11%
LI
4835
LifeWealth Investments
Florida
$316M +$12.2M +4% 2.88% 171 23.98%
BI
4836
BFI Infinity
Switzerland
$316M +$82.7M +36% 4.9% 61 21.31%
QWM
4837
Quaker Wealth Management
New Jersey
$316M +$8.21M +3% 1.16% 1,004 19.72%
AFS
4838
Amtrust Financial Services
New York
$316M +$14.9M +5% 0.83% 53.8% 15 6.67%
SFS
4839
Shaker Financial Services
Virginia
$315M +$23.9M +8% 1.34% 13.1% 179 24.58%
AA
4840
Altrafin AG
$315M +$10.3K +0% 3.28% 97.6% 51 15.69%
GWMT
4841
Guardian Wealth Management (Tennessee)
Tennessee
$315M 2.35% 29
BCP
4842
Bayberry Capital Partners
New York
$315M -$105M -25% 5.98% 99.7% 37 59.46%
FPWM
4843
FSB Premier Wealth Management
Iowa
$315M +$11.2M +4% 1.99% 53.9% 241 6.64%
2L
4844
25 LLC
Missouri
$315M +$21.4M +7% 2.04% 44.2% 75 16%
TFO
4845
Timonier Family Office
North Carolina
$315M +$9.88M +3% 2.16% 59 6.78%
BI
4846
Berkeley Inc
Idaho
$314M +$3.56M +1% 2.2% 40.9% 80 7.5%
AI
4847
Auour Investments
Massachusetts
$314M +$7.14M +2% 1.63% 35.5% 91 6.59%
CPI
4848
Crestview Partners IV
New York
$314M -$10.3M -3% 2.77% 106% 2 0%
BPH
4849
Boundless Plain Holdings
$314M 10.3% 19
EP
4850
Essential Planning
New Hampshire
$314M +$23.1M +8% 2.66% 38.1% 92 9.78%